ZipRecruiter

Log In

1

Finra Series 66 Jobs (NOW HIRING)

previous pagenext page

Showing results 21-40

All JobsFinance and Insurance JobsFinra Series 66 Jobs

Finra Series 66 information

See salary details

$75K

$95.7K

$128K

How much do finra series 66 jobs pay per year?

As of Sep 1, 2026, the average yearly pay for finra series 66 in the United States is $95,687.00, according to ZipRecruiter salary data. Most workers in this role earn between $81,500.00 and $110,500.00 per year, depending on experience, location, and employer.

What is a Finra Series 66?

A FINRA Series 66 job typically refers to a role in financial advising or investment management that requires the Series 66 license. This license, issued by the North American Securities Administrators Association (NASAA) and administered by FINRA, allows professionals to act as both securities agents and investment advisor representatives. Common roles include financial advisors, wealth managers, and investment consultants. To obtain the license, candidates must pass the Series 66 exam and also hold the Series 7 license.

What types of career paths can I pursue after obtaining my Series 66 license?

With a Series 66 license, you are qualified to work as an investment advisor representative or securities agent, allowing you to provide comprehensive investment advice and manage client portfolios. Many professionals use this as a stepping stone into roles such as financial advisor, wealth manager, or portfolio analyst, with opportunities to specialize based on your interests and additional certifications. You’ll often work on a team with other advisors, compliance professionals, and client service staff, gaining collaborative experience and industry exposure. Career advancement can come from building a strong client base, developing niche expertise, or progressing into leadership and management positions within a financial services firm.

What are the key skills and qualifications needed to thrive in the Finra Series 66 position, and why are they important?

To thrive in a role requiring the FINRA Series 66 license, you need a solid understanding of investment products, financial regulations, and client portfolio management, often supported by a relevant bachelor's degree and other FINRA or state securities licenses. Familiarity with financial planning software, CRM platforms, and compliance monitoring systems is important, as is maintaining current licensure through continuing education. Strong interpersonal communication, attention to detail, and ethical judgment are essential soft skills for building trust and providing tailored advice. These skills and qualifications are crucial for serving clients effectively, adhering to regulatory standards, and driving success in a competitive financial advisory environment.

More about Finra Series 66 jobs

What are the most commonly searched types of Finra Series 66 jobs?

The most popular types of Finra Series 66 jobs are:

What job categories do people searching Finra Series 66 jobs look for?

The top searched job categories for Finra Series 66 jobs are:

Finra Series 66 jobs near you
Infographic showing various Finra Series 66 job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 93% In-person, and 7% Hybrid job distribution, with an average salary of $95,687 per year, or $46 per hour.

Planning Consultant - Chesterfield, MO

Fidelity Investments

Chesterfield, MO • On-site

Full-time

Re-posted 4 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 273 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

As a Planning Consultant, you will offer world-class planning experiences and find opportunities to strengthen client relationships through asset consolidation, referrals, and plan implementation. You will develop an engagement strategy that meets each client's planning needs. Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.

The Planning Consultant conducts joint client appointments and is passionate about delivering personalized financial consultations through Fidelity's offerings. Through education and personalized planning, the role helps identify opportunities that support clients' long-term financial success. You will be creating and maintaining an organized client contact strategy, engaging business partners and using tools such as Salesforce, as well as building long-lasting, meaningful relationships with clients. Additionally, the role promotes a collaborative environment by mentoring and supporting fellow associates.

The Expertise and Skills You Bring
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP Certification is highly encouraged
  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • Vested interest in building relationships and being an advocate for clients
  • Motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfortable making outbound calls to further educate clients and uncover opportunities
The Team

The Planning Consultant works alongside the Financial Consultant or Wealth Planner to deliver financial planning support. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primary responsibility of conducting financial planning interactions, the role supports the overall client relationship by leveraging innovative technologies, such as Glance, to enhance the client experience. You will be in complete alignment with Fidelity's firm-wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have exciting interactions with clients every single day. Through your knowledge of financial planning and your ability to form relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients.

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRACategory:Relationship Management

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply